Tag: #d365CE

Introduction SMS integration is a requirement we come across every now and then in our D365 Consulting work. With the introduction of Microsoft Flow, SMS integration to Dynamics 365 has become a quick and easy task. What I am going…

Introduction Providing the ability to send SMS messages from Dynamics CE is a common requirement we come across in our projects . With the introduction of Microsoft Flow this requirement can be easily built with a few steps. In this…

Introduction Having the customer data presented in a meaningful , logical and a summarised view is a key requirement for Customer Service Representatives when using CRM. When the CSR is on a call with the Customer they need a 360…

Introduction When ever I visit organisations who record their Orders or Cases in D365 CE , I often here about this situation where their Customer Services department gets overloaded with email queries from their Customers regarding the Order or Case…

Introduction Recently I have come across a lot of posts on how to embed PowerApps into Dynamics 365 CE forms. Reading through those articles made me re imagining a solution we build back in the day using using HTML and…

Introduction This is another requirement I come across often in my day to day consulting work . Customers want the ability to email a CRM Report on a specified schedule . The report can be a list of Neglected Cases…

Introduction We often come across the requirement, where the customer needs do a multi-staged approval workflow in D365 Customer Engagement . The approval can be for an Opportunity , to convert a Lead or even for approving a Document. Back…

Introduction What I am going to cover today is a common scenario I come across when working on D365 CE trial instances for my customer demos or pre-sales work .I usually create a 30day trial if I have to do…

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About This Blog

I am a Dynamics CRM Consultant based in Melbourne. I started my CRM journey with Dynamics CRM 3.0 and have worked in various CRM implementation across many industries. I have dedicated this blog to write about all D365 related tips and tricks I come across in my consulting career. If you there is any D365 related query , I will be more than happy to help and I can be contact via the above details.

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